Home Equity Specialist

Essential Job Duties & Responsibilities:

• Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities
• Prospect for new HELOC customers through inbound call campaigns
• Educate customers on HELOC products and eligibility requirements
• Gather financial documents and process loan applications
• Evaluate applications based on credit worthiness, income verification, asset valuation, etc.
• Present completed packages for underwriting approval
• Coordinate closings with settlement agents and title companies
• Ensure compliance with all applicable lending laws and regulations
• Participate in continued education and training as required;
• Perform other duties as assigned

Required Skills, Knowledge & Abilities:

• 2+ years of experience as a loan officer, preferably with HELOC expertise
• Bachelor's degree in finance, business or related field preferred
• Strong communication, sales, and relationship building skills
• Proficiency with loan origination/processing software systems
• Knowledge of lending guidelines, laws and regulations
• Ability to multi-task and prioritize in a fast-paced environment
• Detail-oriented with strong documentation and problem-solving abilities